Alternative Investment Fund Tax Manager

Brown Advisory-posted 3 months ago
$95,000 - $120,000/Yr
Full-time • Mid Level
Baltimore, MD
501-1,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Brown Advisory is currently seeking a professional, energetic and detail oriented individual to fill the Alternative Investment Fund Tax Manager position. This position could be located in our Baltimore or Washington, DC location. The position has been created due to internal growth of the Brown Advisory tax function and is designed to allow for rewarding career growth and opportunities for advancement within the corporate tax function of a global independent investment management and strategic advisory firm.

  • Partner with the Director of Tax to advise relevant stakeholders of the tax implications of alternative investment fund investments.
  • Serve as a primary point of contact with external tax service providers.
  • Coordinate the delivery of K-1s for alternative investment partnership funds.
  • Liaise with the Brown Advisory Fund Administration team as well as the third-party fund administrator with respect to accounting packages, partner allocations, underlying fund K-1s, investor information and more as needed.
  • Prepare and maintain schedules for K-1 tracking, foreign investor reporting info, stock distributions, partner transfers, state filing information, partner address changes, etc.
  • Coordinate the timely filing of income tax, personal property, and other annual filings.
  • Coordinate any required tax-related payments with tax service providers and accounts payable team.
  • Track and timely address federal and state tax notices.
  • Work with the client service teams to ensure maintenance of investor information needed for K-1 reporting.
  • Conduct tax research and draft memorandum on a variety of tax issues as required.
  • Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
  • 5-7 years total work experience in public accounting or at a private equity firm.
  • Minimum of a Bachelor's degree in accounting or other related field.
  • CPA License.
  • Prior experience with Partnership Tax Compliance required.
  • Prior experience with alternative investment funds required.
  • Excellent tax research skills.
  • Excellent interpersonal, oral, and written communication skills.
  • Detail oriented with ability to multi-task and stay organized.
  • Ability to work in an office location five days a week.
  • Medical
  • Dental
  • Vision
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Colleague Assistance Program
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Basic Life & Accidental Death & Dismemberment Insurance
  • Voluntary Life & Accidental Death & Dismemberment Insurance
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • Pet Insurance
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)
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